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Apr 20, 2013
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. >> and now for the final stock, apple, which doesn't fit in either one of these categories. but you saw it's a terrific buy. today the stock was down again. it's now trading at $390. why are you saying that put money into apple now? >> a year ago, there was too much euphoria. today there is too much pessimism. look, apple is reflecting an absolutely worst case scenario with earnings there to be reported this tuesday. there is likelihood it's not going to be that bad. and if tim cook can lay out a plan for a capital outlays to shareholders in terms of dividend increases and share buybacks and reassure investors of their products and their vision for products, i think this stock could be much higher next week. >> all right. very interesting information. thank you so much, hank. any disclosures to make? do you own any of these stocks? >> we own them all, and i own them all personally. >> thank you so much. have a great weekend. hank smith of haverford. >> thank you. >>> and coming up next, as the price of gold and silver plunge, we'll take you to one of the country's largest co
. >> and now for the final stock, apple, which doesn't fit in either one of these categories. but you saw it's a terrific buy. today the stock was down again. it's now trading at $390. why are you saying that put money into apple now? >> a year ago, there was too much euphoria. today there is too much pessimism. look, apple is reflecting an absolutely worst case scenario with earnings there to be reported this tuesday. there is likelihood it's not going to be that bad. and if tim...
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Apr 24, 2013
04/13
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apple has a gigantic cash hoard. over $150 a share in cash and we really are happy that they're putting that to work especially when you can buy the stock here at these very inexpensive valuations. >> we are trading at less than ten times earnings for one of america's greatest corporations and yes, i know that earnings were a little disappointing in terms of the guidance here for the next quarter, but this is a fantastic company with tremendous products and a huge, installed base of rabid customers. yes, they're going through a little bit of a product lull here now as we wait for the next big thing, and of course, that's what's on everybody's mind as we go forward. >> you've been taking some profits prior to recently. you've been buying the stock for some kientclients. if i didn't own the stocks based on your numbers and i'm not asking you to be a portfolio manager, i'm just saying, would you buy it at these prices? >> tyler, i am a portfolio manager and i would be a buyer of the stock at these prices and maybe it wi
apple has a gigantic cash hoard. over $150 a share in cash and we really are happy that they're putting that to work especially when you can buy the stock here at these very inexpensive valuations. >> we are trading at less than ten times earnings for one of america's greatest corporations and yes, i know that earnings were a little disappointing in terms of the guidance here for the next quarter, but this is a fantastic company with tremendous products and a huge, installed base of rabid...
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Apr 19, 2013
04/13
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and you see a company like apple once, you know, the darling of the tech sector. now it's, you know, kind of a broken company, so to speak. what is it, shook, that defines what makes a winner in the technology space versus an also ran? >> absolutely. going back to the apple story, i think the company's meteoric stock rise from its mid-peak to $700 i think reflected disruptive in cycle both in terms of price and unit so the company came in and dominated the tablet market, came in and was creator of significant value in the smartphone segment. and i think the company has been able to right that cycle, but now, of course, it's on the other side of that mountain, so to speak. so over $200 billion of market cap has been removed. and so the company is looking forward, our best position, as you pointed out, in this undergoing transformation of the technology value chain, our position at the nexus or the intersection of -- in a consumer or cloud, the information, the mobility and social media, so we think the three companies that should benefit longer term are google, ama
and you see a company like apple once, you know, the darling of the tech sector. now it's, you know, kind of a broken company, so to speak. what is it, shook, that defines what makes a winner in the technology space versus an also ran? >> absolutely. going back to the apple story, i think the company's meteoric stock rise from its mid-peak to $700 i think reflected disruptive in cycle both in terms of price and unit so the company came in and dominated the tablet market, came in and was...
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Apr 23, 2013
04/13
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i thought it was just apple, actually. >> yes, there is apple, but you also have at&t and yum! brands as well. >> i think we'll focus on europe. the whisper numbers for apple have gotten maybe out of control, but the market has taken so much out of it already, it's poised for upside, i think. >> the expectations are for $10.01 from an apple, but whispernumber.com says it could be as high as $10.56. >> i've heard even $11. >> there you are. we're in whisper number mode right now. thank you, all. good to see you. thanks for joining us. >>> we're headed towards the close, 50 minutes left in the trading day in what has been a wild day again. the dow is up 135 points. we were up 153 at the high of the day. >> you can see it on this chart, which is just so stunning. right after 1:00 p.m. eastern, you can see the dow plunge and snap back almost immediately after the report that, in fact, it was erroneous, that was a fake terrorism tweet from the associated press, because they were hacked. is there any way to prevent this kind of hacking, which had a huge impact on the markets today. t
i thought it was just apple, actually. >> yes, there is apple, but you also have at&t and yum! brands as well. >> i think we'll focus on europe. the whisper numbers for apple have gotten maybe out of control, but the market has taken so much out of it already, it's poised for upside, i think. >> the expectations are for $10.01 from an apple, but whispernumber.com says it could be as high as $10.56. >> i've heard even $11. >> there you are. we're in whisper...
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Apr 22, 2013
04/13
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now with jobs gone, apple watchers wonder if others will think twice before going to work for apple with steve jobs no longer there. given its very large percentage of the
now with jobs gone, apple watchers wonder if others will think twice before going to work for apple with steve jobs no longer there. given its very large percentage of the
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Apr 23, 2013
04/13
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apple and netflix. jon fortt, what are the three things to look for -- maybe there's 20, but give us three to look for when they report after the bell today. >> limiting me to three things. iphone unit sales, gheitance and margins. on iphone a lot of annuals are twegting between 34 and 38 million. one speed bump for the iphone potential is apple had a significant p.r. headache, when central tv blasted the company's iphone repair policies, a nonstop drumbeat of negative headlines are significant considering china was 12.5% of retch last quarter. an important side story to this report also is guidance. apple switched the way they do guidance, sake they'll give a range within which to fall in. will they come in close to the revenue as analysts expect, a little higher, that will influence how the street views june guidance. iphone mix. the more i phones apple sells, and the faster it can lower costs, the higher margins will climb. my best guest is apple will deliver up side somewhere on margins rather than
apple and netflix. jon fortt, what are the three things to look for -- maybe there's 20, but give us three to look for when they report after the bell today. >> limiting me to three things. iphone unit sales, gheitance and margins. on iphone a lot of annuals are twegting between 34 and 38 million. one speed bump for the iphone potential is apple had a significant p.r. headache, when central tv blasted the company's iphone repair policies, a nonstop drumbeat of negative headlines are...
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Apr 24, 2013
04/13
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case in point is apple. at least 17 brokerages slashing their price targets today, including lazard, ubs, and alliance bernstein. i'd also mention boeing, though, today. boeing did enjoy a nice pop, maintained its full-year guidance, pleasing investors. this second group here, now, this is an interesting group of companies. these are companies that beat on the bottom line, but they missed on the top line. one name, one example would be whirlpool. the ceo actually talking to our own carl quintanilla earlier today and the ceo saying the only place internationally he saw real, true growth was china. that stock down today, but still up about 80% over the past nine months. and procter & gamble took a nasty tumble today. organic sales and guidance disappointing investors. and we'll end here on these three names. these names missed on both the bottom line and the top line. waste management. i know you two were talking to the ceo about an hour ago. i thought it was interesting when you asked him how he's going to be
case in point is apple. at least 17 brokerages slashing their price targets today, including lazard, ubs, and alliance bernstein. i'd also mention boeing, though, today. boeing did enjoy a nice pop, maintained its full-year guidance, pleasing investors. this second group here, now, this is an interesting group of companies. these are companies that beat on the bottom line, but they missed on the top line. one name, one example would be whirlpool. the ceo actually talking to our own carl...
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Apr 17, 2013
04/13
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>> a lot of traders have been watching apple closely. we'll watch it tomorrow real closely, see where it bounces, if, in fact, it does bounce, but apple leads the nasdaq all the time. >> alan valdez, thank you for joining us,s
>> a lot of traders have been watching apple closely. we'll watch it tomorrow real closely, see where it bounces, if, in fact, it does bounce, but apple leads the nasdaq all the time. >> alan valdez, thank you for joining us,s
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Apr 23, 2013
04/13
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>> there's a lot of hype with apple right now. it's valued in the options market, you see the volatility after the earnings report, coming in 50% hotter than anticipated. right now for every reason it was short, it tested the 400 level. our model predicted a 400 test, we got it. >> there it's back up above 400 the how have you been investing? >> so we've been playing in the option market. we own the puts, to short this, but now we want to buy up side calls here, and selling puts, puts you to the stocks. you can own this stock a little cheaper by selling puts the that's what we're doling right now. itches i want to thank you for being here, because i always stand up straighter. how do consumers feel about it. let's bring in cnet molly wood and natalie morris. let me start with you. has the i-culture lost its identity? >> they're a hardware, software, but they're also a bit of celebrity. in the post-steve jobs era they've been riting the if factor for a long time. the ipad is really still the it. the iphone, the sales will be really
>> there's a lot of hype with apple right now. it's valued in the options market, you see the volatility after the earnings report, coming in 50% hotter than anticipated. right now for every reason it was short, it tested the 400 level. our model predicted a 400 test, we got it. >> there it's back up above 400 the how have you been investing? >> so we've been playing in the option market. we own the puts, to short this, but now we want to buy up side calls here, and selling...
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Apr 16, 2013
04/13
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they do say they are working with apple to bring a full version of home to apple devices. so more work for facebook in the mobile space, but they are clearly pushing to make home available to many more people. michelle, back over to you. >> can i boil this down simply, if i have this phone with this particular software, i can do the equivalent of facetime, that's the idea? >> well, no. there's a new system called facebook home. if you have a certain android phones, htc phones or samsung phones down the line, you can download facebook home. a new type of app integrated into android software to take over the home page of your phone. when you open your phone and see all your apps, you see their friends and photos. one of the main features of home is called chatheads. basically it will allow you to chat with your friends and a little picture of their head pops up and you can chat with them, but not just in one chat app, but you can basically chat with your friends on facebook. go to buy some movie tickets and continue chatting with your friends. it will allow the chat experien
they do say they are working with apple to bring a full version of home to apple devices. so more work for facebook in the mobile space, but they are clearly pushing to make home available to many more people. michelle, back over to you. >> can i boil this down simply, if i have this phone with this particular software, i can do the equivalent of facetime, that's the idea? >> well, no. there's a new system called facebook home. if you have a certain android phones, htc phones or...
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Apr 18, 2013
04/13
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now apple tv? i think they will come out with a tv product because that is something that tim cook said. they've got an intense interest in that area. but i think that's probably coming in the summer period at some point. i think we're going to have to wait a while for a low-end phone. so i look at all of that and in the near term, the biggest excitement quite honestly is hopefully they move the dividend up when they report the quarter. better cash return. but that's kind of what i'm looking for. if they don't do that, the stock could go quite a bit lower and there is some talk that maybe they don't do the dividend when they report the quarter. >> we'll see. or repurchase. when you say "quite a bit lower," dan, what's low enough? here you compare it to rimm and nokia is a little shocking. but ere's low enough given the prospects you're outlining? >> well, but here's the thing. right? why are you guessing as to what's low enough? until the fundamentals stop getting worse -- don't forget, this compan
now apple tv? i think they will come out with a tv product because that is something that tim cook said. they've got an intense interest in that area. but i think that's probably coming in the summer period at some point. i think we're going to have to wait a while for a low-end phone. so i look at all of that and in the near term, the biggest excitement quite honestly is hopefully they move the dividend up when they report the quarter. better cash return. but that's kind of what i'm looking...
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Apr 23, 2013
04/13
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all right, let's say apple's report is better than the posted numbers on a lot of websites but also beats what is the high man, some call at this time whisper, the high man, the analyst with the high estimates on the street. that, people, will always cause a raising of numbers for the rest of the year by everyone, or if it is the end of the year for the numbers in the year after it. i use that increase in earnings per share, the ones that they bump it, okay, to figure out several things. first, i try to figure out the increases from real business, actual sales, do they do better? not just accounting changes and share count changes. the latter fools a lot of people. to do what i like to do, i look at the revenue shares. why is that important? because they can produce more, gain more customers either at the expense of others, execution, they're making a better job. they're doing a better company. they're working harder. they're working it better. but a company can easily change the earnings by buying back a ton of stock, not the sales line, but the earnings, simply changes the denominator,
all right, let's say apple's report is better than the posted numbers on a lot of websites but also beats what is the high man, some call at this time whisper, the high man, the analyst with the high estimates on the street. that, people, will always cause a raising of numbers for the rest of the year by everyone, or if it is the end of the year for the numbers in the year after it. i use that increase in earnings per share, the ones that they bump it, okay, to figure out several things. first,...
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Apr 16, 2013
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last year they could have said it's all about apple. i think we need to broaden the horizons if this is going to be sustainable. >> let me go there and take you to a live shot of the white house. the white house is lowering their flag to half staff. flags are to be lowered at all public buildings until sunset on april 20th. there are at least three dead. more than 150 injured. this is echo of what we saw in the wake of 9/11. a lot more "squawk on the street" back in a moment. [ male announcer ] you are a business pro. governor of getting it done. you know how to dance... with a deadline. and you...rent from national. because only national lets you choose any car in the aisle... and go. you can even take a full-size or above, and still pay the mid-size price. this is awesome. [ male announcer ] yes, it is, business pro. yes, it is. go national. go like a pro. >>> let's hop over to the cme. rick santelli is talking gold. >> you know, a couple of months ago we were talking about the notion of gold become securitized. it was much more of a
last year they could have said it's all about apple. i think we need to broaden the horizons if this is going to be sustainable. >> let me go there and take you to a live shot of the white house. the white house is lowering their flag to half staff. flags are to be lowered at all public buildings until sunset on april 20th. there are at least three dead. more than 150 injured. this is echo of what we saw in the wake of 9/11. a lot more "squawk on the street" back in a moment. [...
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Apr 22, 2013
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. >> is facebook developing a phone device, like apple did iphone? >> no. we're working on building software that can be used on all phones. >> their latest product is messages, which combines email, cell phone texting, and instant messages into one. they call it the ultimate switchboard. so do you think email will become obsolete? no. >> i'm not sure. but what we've found is that more people are using messages-- are moving away from email. and so if we build a really compelling experience, i think people are going to switch over. but i'm not going to call the end of anything. >> was this directed at gmail? >> no. >> google's email? >> no. >> because everybody's talking about a gmail killer. >> it's certainly what everyone's writing about. >> google... >> yes. >> facebook and google. >> yes. >> are they on a collision course? >> they are indeed. >> the fight's over what? it's over how-- >> search. how people find, discovery, search. >> say you want to buy a car. you can type "prius" on google and get publicly available information. or you can type "prius" o
. >> is facebook developing a phone device, like apple did iphone? >> no. we're working on building software that can be used on all phones. >> their latest product is messages, which combines email, cell phone texting, and instant messages into one. they call it the ultimate switchboard. so do you think email will become obsolete? no. >> i'm not sure. but what we've found is that more people are using messages-- are moving away from email. and so if we build a really...
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Apr 16, 2013
04/13
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he was the apple of their eye, quite an interesting little character, according to her letters. and they were devastated by his death and jane was in mourning quite a long time over frankie's death. >> i think a big house especially with only one child now was too much for jane to take care of. i don't think she was interested in housekeeping particularly. i think she just wasn't capable of taking care of a house. pierce went off to fight in the mexican war in 1847 and they sold the house when he came back in 1848 and then they lived in a boarding house again in concord and lived in a boarding situation for the rest of their lives. >> we return to washington and the story of the white house because a fairly amazing thing, at least to my ears, seemed to happen which is two years into this darkness and mourning and reclusive life on the second floor of the white house, she comes out of it. how did that happen and what was this new jane pierce like? >> it happened because that was the end of the mourning period. normally, as i said earlier, it would have been just 12 months mournin
he was the apple of their eye, quite an interesting little character, according to her letters. and they were devastated by his death and jane was in mourning quite a long time over frankie's death. >> i think a big house especially with only one child now was too much for jane to take care of. i don't think she was interested in housekeeping particularly. i think she just wasn't capable of taking care of a house. pierce went off to fight in the mexican war in 1847 and they sold the house...